MMG

Monetary Management Group Portfolio holdings

AUM $406M
1-Year Est. Return 20.1%
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$832K
3
+$639K
4
AVGO icon
Broadcom
AVGO
+$610K
5
MSFT icon
Microsoft
MSFT
+$608K

Top Sells

1
+$824K
2
+$811K
3
+$477K
4
AMT icon
American Tower
AMT
+$435K
5
NKE icon
Nike
NKE
+$364K

Sector Composition

1 Technology 31.43%
2 Healthcare 15.96%
3 Consumer Discretionary 9.41%
4 Industrials 6.62%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.8%
18,157
+1,307
27
$2.79M 0.78%
17,200
+125
28
$2.68M 0.75%
6,525
+2,025
29
$2.68M 0.75%
15,825
-250
30
$2.61M 0.73%
7,528
+30
31
$2.57M 0.72%
7,195
-50
32
$2.57M 0.72%
4,425
33
$2.46M 0.69%
20,000
+500
34
$2.41M 0.67%
11,320
+525
35
$2.34M 0.65%
18,610
+275
36
$2.34M 0.65%
38,829
+2,571
37
$2.19M 0.61%
29,100
+150
38
$2.06M 0.57%
2,948
+105
39
$2.03M 0.57%
4,020
+30
40
$1.93M 0.54%
49,450
-7,300
41
$1.91M 0.53%
10,893
+295
42
$1.9M 0.53%
4,513
-25
43
$1.87M 0.52%
6,634
44
$1.72M 0.48%
5,375
+125
45
$1.68M 0.47%
17,755
-25
46
$1.67M 0.46%
11,720
+1,690
47
$1.66M 0.46%
9,220
-4,565
48
$1.64M 0.46%
2,950
+40
49
$1.57M 0.44%
19,600
-2,900
50
$1.56M 0.44%
17,075
+500
1
2
3 4 5